See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,333 | $150,440+190.7% | $136,294+220.9% | $147,584+196.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.00% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $16,840 | $5,256+220.4% | $4,695+258.6% | $4,876+245.3% |
| Participant deferral / active EE | $12,566 | $6,630+89.5% | $6,247+101.1% | $5,439+131.0% |
| Admin fee / account holder | $9,351 | $10,905-14.2% | $9,243+1.2% | $10,885-14.1% |